Hagerty, Inc.
HGTY- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001840776
In the last 90 days, Hagerty, Inc. insiders filed 0 open-market purchases and 2 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
Q2 2024 vs. Q1 2024
How the institutions holding Hagerty, Inc. changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 76 | 1 | 74 | −1 |
| Shares | 69.7M | 25.1K | 71.1M | +1.41M (+2.0%) |
| Value | $637.8M | $229.5K | $739.3M | +$101.8M (+16.0%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Hagerty, Inc. at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James & Associates | 32,500 | $338.0K | 0.00% |
| Ameriprise Financial Inc | 31,750 | $330.2K | 0.00% |
| Jane Street Group, LLC | 17,875 | $185.9K | 0.00% |
| Virtu Financial LLC | 15,534 | $162.0K | 0.01% |
| Dimensional Fund Advisors LP | 13,353 | $138.9K | 0.00% |
| Trexquant Investment LP | 10,656 | $110.8K | 0.00% |
| Occudo Quantitative Strategies LP | 10,554 | $109.8K | 0.02% |
| Algert Global LLC | 10,401 | $108.2K | 0.00% |
| Susquehanna International Group, LLP | 10,396 | $108.1K | 0.00% |
| Painted Porch Advisors LLC | 8,341 | $86.7K | 0.05% |
| Ronald Blue Trust, Inc. | 3,784 | $34.6K | 0.00% |
Sold out (12)
Institutions that held Hagerty, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Marshall Wace, LLP | 40,035 | $366.3K |
| JPMorgan Chase & Co | 25,735 | $235.5K |
| Group One Trading, L.P. | 20,000 | $183.0K |
| Squarepoint Ops LLC | 15,365 | $140.6K |
| Two Sigma Securities, LLC | 10,934 | $100.0K |
| Gsa Capital Partners LLP | 10,610 | $97.0K |
| Citigroup Inc | 6,966 | $63.7K |
| Simplex Trading, LLC | 1,397 | $12.0K |
| CoreCap Advisors, LLC | 1,000 | $9.15K |
| Advisor Group Holdings, Inc. | 425 | $3.89K |
| Macquarie Group Ltd | 533 | $5 |
| Capital Advisors, Ltd. LLC | 17 | $0 |
Not filed for Q2 2024 yet (1)
Institutions that held Hagerty, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Credit Suisse AG | 25,080 | $229.5K |